Keyvantage Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Keyvantage Wealth, LLC
- $238 Billion
- Q3 2025
A detailed history of Keyvantage Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 173,018 shares of DFSV stock, worth $5.43 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
173,018
Previous 170,603
1.42%
Holding current value
$5.43 Million
Previous $5.02 Billion
9.72%
% of portfolio
2.31%
Previous 2.25%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio